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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,018 | $56,287+132.8% | $80,977+61.8% | $62,881+108.4% |
| Participation rate | 93.0% | 68.9%+24.1pp | 75.8%+17.2pp | 69.3%+23.7pp |
| Annual return | 16824.23% | 22.13%+16802.1pp | 17.11%+16807.1pp | 20.14%+16804.1pp |
| Employer contribution / active EE | $2,345 | $1,943+20.7% | $3,715-36.9% | $2,281+2.8% |
| Participant deferral / active EE | $7,429 | $4,196+77.1% | $5,696+30.4% | $3,203+131.9% |
| Admin fee / account holder | $1,806 | $3,742-51.7% | $5,517-67.3% | $4,296-58.0% |